Q3 Fiduciary Deliverables:

Let Us Take Care of the Time Intensive Tasks Required for Fiduciary Compliance

Fund Monitoring

Fiduciaries have a duty to monitor the fund lineup and remove funds that aren’t performing well. Q3’s Fiduciary engine does this quarterly.

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Fund Reporting

Provide quarterly updates to your core fund lineup.

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Participant Benefits

Provide a customized option to employees who prefer actively managed strategies tailored to their specific goals.

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Plan Sponsor Benefits

Meet your fiduciary responsibility while providing the best possible investments solutions, including custom managed accounts.

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Gap Analysis

Give your employees the tools to meet their goals with individual level reporting on progress towards their goals.

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Retirement Needs Analysis

Based on the results from the Plan Level Gap report, individual participants can receive a personalized Participant Gap Report. This report illustrates the ammount of projected shortfall, and what it will take to get from today to retirement, with specific reccomendations.

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Ready to WOW you employees?

Let Q3 create the retirement plan that works for your employees, while reducing your fiduciary burden. With customized reporting and managed account options, Q3 can create the plan that your employees deserve.

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